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Certifications & Education

  • Executive M.B.A., Villanova University
  • B.S., Lehigh University
  • Certified Exit Planning Advisor (CEPA®) designation

Affiliations & Memberships

  • Board of Trustees

    Philadelphia Award

  • Member

    Project W

Previous Experience

  • Client Service Director, Institutional

    SEI

  • Sales Support Associate, Private Banking & Trust

    SEI

  • Bilingual Sales/Service Account Manager, Wealth Network

    SEI

  • Business Development Associate, Private Banking & Trust

    SEI

Previous Board Affiliations

  • President

    Greater Philadelphia Hispanic Chamber of Commerce

  • Fund Development Committee

    Women’s Resource Center

Lydia Holiat's Team